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SKANDIA M&G EUROPEAN SMALLER COMPANIES PF - Fund overview

No Bestinvest rating


Overview of SKANDIA M&G EUROPEAN SMALLER COMPANIES PF

The September 2000 departure of Andrew Gibbs to a hedge fund manager means we no longer recommend this trust.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  PENSION FUND
Launched  December, 2000
Size  £1m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 105.80p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 4.94%
Annual management charge 2.00%
Total expense ratio 2.00%
Reduction in yield (10yr) 2.50%

Bestinvest says


No information available.

Portfolio

skandia m&g european smaller companies pf asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
skandia m&g european smaller companies pf equity geographic illustration
Allocation Proportion
UK 15%
Europe 85%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
skandia m&g european smaller companies pf equity capitalisation illustration
Allocation Proportion
Large Caps 11%
Mid Caps 53%
Small Caps 36%

Investment process


The objective is long term capital growth by generally investing in European companies that constitute the bottom third in terms of market capitalisation. Medium and larger cap stocks can be used to increase the liquidity or for defensive reasons through difficult periods.
The key selection criteria is detailed fundamental research and intensive company meetings. The flexible approach includes both value and growth stocks.
An unusual portfolio management feature is live monitoring of risk exposures (by sector, markets, geographical, theme) and price performance with the aim of identifying changes in market sentiment.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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